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iShares Russell Mid-Cap ETF
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Overview Fund Activity

808 hedge funds and large institutions have $12.3B invested in iShares Russell Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 249 increasing their positions, 334 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-75
Holders Change %
-8.49%
% of All Funds
17.85%
Holding in Top 10
50
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-23.08%
% of All Funds
1.1%
New
59
Increased
249
Reduced
334
Closed
121
Calls
$4.81M
Puts
$3.65M
Net Calls
+$1.17M
Net Calls Change
-$485K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$248M
2
Wells Fargo
Wells Fargo
California
$1.78B
3
Bank of America
Bank of America
North Carolina
$2.27B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$419M
5
M&T Bank
M&T Bank
New York
$48M

Top Sellers

1
SV
Starboard Value
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$197M
3
HNB
Huntington National Bank
Ohio
$29.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$581M
5
UBS Group
UBS Group
Switzerland
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
851
Arbor Investment Advisors
North Carolina
– -$284K -4,759 Closed
KJHP
852
K.J. Harrison & Partners
Ontario, Canada
– -$282K -4,730 Closed
FAIM
853
Financial Advocates Investment Management
Washington
– -$281K -4,708 Closed
BHTS
854
Bar Harbor Trust Services
Maine
– -$275K -4,618 Closed
HFP
855
Holistic Financial Partners
Indiana
– -$274K -4,600 Closed
BIM
856
Baldwin Investment Management
Pennsylvania
– -$274K -4,600 Closed
CFW
857
CA Family Wealth
California
– -$272K -4,557 Closed
CIA
858
Capital Investment Advisors
Georgia
– -$272K -4,555 Closed
PWM
859
PBMares Wealth Management
Virginia
– -$271K -4,553 Closed
TCA
860
Transcend Capital Advisors
New Jersey
– -$270K -4,526 Closed
BFPW
861
BOK Financial Private Wealth
Colorado
– -$268K -4,487 Closed
AOWM
862
Alpha Omega Wealth Management
Virginia
– -$266K -4,454 Closed
LOPW
863
Live Oak Private Wealth
North Carolina
– -$261K -4,374 Closed
Lido Advisors
864
Lido Advisors
California
– -$260K -4,360 Closed
OL
865
Optas LLC
Texas
– -$259K -4,345 Closed
EWA
866
Evolution Wealth Advisors
Florida
– -$259K -4,338 Closed
WCWM
867
Willow Creek Wealth Management
California
– -$255K -4,273 Closed
CIC
868
Carnegie Investment Counsel
Ohio
– -$254K -4,256 Closed
WDL
869
Well Done LLC
Michigan
– -$252K -4,220 Closed
Wellington Management Group
870
Wellington Management Group
Massachusetts
– -$250K -4,200 Closed
VCP
871
Vista Capital Partners
Oregon
– -$249K -4,192 Closed
FBA
872
Front Barnett Associates
Illinois
– -$247K -4,150 Closed
WIA
873
World Investment Advisors
California
– -$245K -4,104 Closed
CBOR
874
Community Bank of Raymore
Missouri
– -$241K -4,044 Closed
OWP
875
Obermeyer Wealth Partners
Colorado
– -$235K -3,940 Closed
33 34
35
36 37